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Holistic Planning’s Vident International Equity Strategy VIDI Stock Holding History

Holistic Planning’s Portfolio VIDI Stock Details VIDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-9,187
Closed -$226K – 125
2023
Q4 		$226K Buy
+9,187
New +$211K 0.19% 109

Other funds holding VIDI

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIAS
Summit Investment Advisory Services Roseville, Minnesota $269M AUM 16.92% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Holistic Planning's VIDI Position: Q1 2024 in Review

Holistic Planning sold out of Vident International Equity Strategy (VIDI) in Q1 2024, closing a stake of 9,187 shares — an estimated $226K sold.

Holistic Planning first reported a position in VIDI in Q4 2023 and held it in 1 quarter. The position peaked at $226K in Q4 2023. 15 funds tracked by Wall St. Rank hold VIDI as of Q1 2024.

  • Holistic Planning reported no remaining Vident International Equity Strategy position as of Q1 2024 after selling out during the quarter.
  • Holistic Planning sold 9,187 Vident International Equity Strategy shares in Q1 2024, an estimated $226K.
  • Holistic Planning first reported a position in Vident International Equity Strategy in Q4 2023 and held it in 1 quarter.
  • Holistic Planning's Vident International Equity Strategy position peaked at $226K in Q4 2023.
  • 15 funds tracked by Wall St. Rank held Vident International Equity Strategy as of Q1 2024.

Based on Holistic Planning's 13F filing for Q1 2024, filed 1 May 2024.